Position in PFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$43,825
-$7,280 QoQ
Shares Held
1,820
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,630
of 2,820 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IFS Advisors, LLC holds $238,324 across 8 Drug Manufacturers - General names. PFE ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
597 | $76,714 | |
| 2 | ABBV |
AbbVie Inc.
|
200 | $50,328 | |
| 3 | PFE |
Pfizer Inc
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|
1,820 | $43,825 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
579 | $33,361 | |
| 5 | JNJ |
Johnson & Johnson
|
72 | $18,285 | |
| 6 | LLY |
ELI LILLY & Co
|
10 | $11,994 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
24 | $3,032 | |
| 8 | OGN |
Organon & Co.
|
58 | $785 |
All Filings in PFE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,825 | 1,820 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $51,105 | 1,820 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $45,318 | 1,820 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $46,373 | 1,820 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $44,116 | 1,820 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $101,005 | 3,986 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $97,975 | 3,693 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $12,039 | 416 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,639 | 416 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,544 | 416 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $11,976 | 416 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $13,798 | 416 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $15,258 | 416 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $16,972 | 416 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $21,315 | 416 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $18,204 | 416 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,810 | 416 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $21,536 | 416 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $24,564 | 416 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $33,717 | 916 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||